See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,438 | $159,602-50.9% | $150,045-47.7% | $142,382-44.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 27.18% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $5,676 | $4,961+14.4% | $4,693+20.9% | $4,299+32.0% |
| Participant deferral / active EE | $16,980 | $8,310+104.3% | $7,997+112.3% | $6,507+160.9% |
| Admin fee / account holder | $5,660 | $14,846-61.9% | $13,435-57.9% | $12,624-55.2% |